HomeMy WebLinkAbout02-0873
Estate of' (j;) C' 1 0
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
rK IYl ce., / I No. -2J. 02.- 8,~
. To:
Register of Wills for the J
Deceased. County of Cv,,! "en h"-rL in the
Social Security No. I ~ - I Q - fiR c L/ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who islare 18 years of age or older an the execut n (
in the last will of the above decedent, dated c < T 1f 1"'10 '1
and codicil(s) dated 1n1l,{?1 PI/", rYlC~, II} -",I( "ClJ r~.X
mAl /J J "LMO/
named
,'I.9"t?-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C" hi bi:o /1>..1 County, Pennsylvania, with
h last family or principal residence at 9 IV "2 ~.<f ...--r---
\A..--nl.lM /,,).. 1.<)(7 r. d,"I'o, FA' . 'In t..J..-3
(list street, number and muncipality)
,)tl"ri2.
years of age, died 9 (i;:'lfl T' '2-/. '2. () a'L-
at 5"' ~G>5 C -/. f1. J f). I
Except as fol ows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: q IV" 5"E<___./ ..,lvvDO "^ ~ <: f7~~
3000ao
I
$
$
$
$ q LJ; Od/)
")., 93; o,,~
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
request(s) the probate of the last will and codicil(s)
Tc571l"'.....nn<r
,
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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I VS"S
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } sa
COUNTY OF Cvh1/'l""/A~ 0
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed {" ~~ ~
before me this 26th day of 8.. ~
_" SEPTEMBER 2002 XX . ,,,,,,,S /l'Is-(J..../J ~
\' I ~
R~. r ~
\--:t.-CI_'"\
No. ,Q'.O;L-lir,.3
Estate of
BOYD R MCGILL
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
ANDNOW SF.P'I'F.MRF.R 77. 7nt17 yttx.-,inconsiderationofthepetitionon
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 1 0 - 8 - 1 979
described therein be admitted to probate and filed of record as the last will of
BOYD R MCGILL
and Letters 'I'F.S'I'll.MRN'T'll.RV
are hereby granted to ROBERT S MCGILL
Probate, Letters, Etc. ......... $
Short Certificates( ).......... $
jb:lIIHIXillllton extJ:.Cl. p,Q.g.e~. $
icp $
TOTAL _ $
Filed..... .Q:-.2.7;-.~9.q~..... ............
called exec 9-27-2002
305.00
18.00
3.00
5.00
331.00
FEES
ATTORNEY (Sup. Ct. LD. No.)
ADDRESS
PHONE
c
"
REGISTER OF WILLS OF
OATH OF SUBSCRIBING WI
codicil
(each) a subscribing witness to the will presented h
law, depose(s) and say(s) that
COUNTY
ESS
ewith, (each) being duly qualified according to
present and saw
the testat , sign the same and that signed as a witness at the
request of testat in h prese e and (in the presence of each other) (in the presence of the
other subscribing witness(es)),
Sworn to or affirmed and subscr'
me this
Register
(Name)
(Address)
(Name)
(A ddress)
$GISl$R OF WILLS OF f1/h_..k4t,,~_ COUNTY
-OATH OF NON-SUBSCRIBING WITNESS
~I- 001.- 'i?,3
fi1 ~/-J.t, S me 5I-b / tJ ./
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) thjt
~ f\ "'^ familiar with the signature of 13 0 ~ If.) if<. /YJ ~ &. ,/ .
codicil
testat ''I of (one of the subscribing witnesses to) the @ presented herewith and
!/12..---- codicil
believe. the signature on the @ is in the handwriting of
that
y
(.l /h c-&. ,J /
1'r1'f
e,c:> 1 ()
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
h' 26th d f
me t IS ay 0
SEPTEt~BER
\
;;9--s fJJ~ f"/cqTs /YILt: 1/
D/J
(Name)
'5 2~- I?? T 19 J/O' r-
(Address)
fr1c'//IJ'I.,.,6"jJ! f/{i.
.
(Name)
.-
("7t??;<'
(Address)
REGISTER OF WILLS OF V-l/J?1Ab~A?~ COUNTY
OATH OF SUBSCRIBING WITNESS
6l.1- Ca.- ")1'1.3
~a/d C ~
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that HE XXX WAS present and saw
BOYD R MCGILL
the testat OR , sign the same and that HE signed as a witness at the
request of testat OR in h T ~ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es))o _ /J / _ 0
Sworn to or affirmed and subscribed before __~
thO 27th d f (N )
~EPIilJOl'1I::lJOl{ 2002 ay 0 ame
x
(Address)
(Name)
r---
'':'.1
(Address)
'''J
P
-e
REGISTER OF WILLS OF
OATH OF NON-SUBSCRIBING WIT
(each) a subscriber hereto, (each) being duly qualifi according to law, depose(s) and say(s) that
signature of
codicil
will
presented herewith and
codicil
believes the signature on the will is in the handwriting of
testat_ of (one of the
that
to the best of
nowledge and belief.
Sworn to or affirmed
me this
d subscribed before
day of
19_
(Name)
(Address)
Register
(Name)
(Address)
HJ05.805 RE\'9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
r
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this cenificate, $2.00
..l~~~V
Local Registrar
p
8507609
5EP 2 3 2002
No.
Date
M'I)S.l~"....21t'
COMMONWEALTH OF PENNSylVANIA. DEPARTMENT OF HEltLTH . I,IITAL RECORDS
CERTIFICATE OF DEATH
T'I~"INT
-
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Lockport PA
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9 North Second St. ~~M2
Wormleysbur~ PA. ~~
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J. 325 Mt. Allen Dr. Mechanisbur PA.
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J-1\BT WILL AND TFBTAMENT
OF
BOYD R. McGILL
21-02-873
I, BOYD R. McGILL, a resident of 9 North Second Street, Wonnleys-
burg, cumberland County, Pennsylvania, 17043, being of sound mind and
menory, do make, publish and declare this to be my Last Will and Testa-
ment, hereby revoking all Wills and Codicils heretofore made by me.
ITEM 1. I direct all of my just debts, my funeral expenses in-
cluding a suitable monument at my grave and the cost of administration
of my estate be paid as soon as practicable after my death. I direct
that my Executrix payout of my estate, as a general charge thereon, all
inheritance, estate, succession and other taxes together with any interest
or penalty thereon assessed by reason of my death with regard to all
properties and assets subject to such taxes, whether or not such property
and assets pass under this Will.
ITEM II. I give, devise and bequeath all the rest, residue and re-
mainder of my property, real, personal or mixed, tangible and intangible,
of whatsoever nature and wheresoever located and all property to which I
may be entitled or over which I may have any JDWer of disposition or
appointment and whether acquired during or after my lifetime to my wife,
MARY ELLEN McGILL, absolutely and in fee simple provided that she survives
me by sixty (60) days; if my wife, MARY ELLEN McGILL, shall not survive me
or should die within sixty (60) days of my death, then I give, devise and
bequeath the said rest, residue and reroainder of my property to my son,
ROBERT S. McGILL of Camp Hill, CUmberland County, Pennsylvania, in the event
he fails to survive me, I then devise and bequeath one-half (lj) of my
property to VIVIAN 1. BUBB, of Lock Haven, Pennsylvania, and one-fourth (\4)
of my property to BARBARA GRAND of 'furtle Creek, Pennsylvania, and one-fourth
(\4) to RIrnARD CANN of Bellefonte, Pennsylvania, per stirpes.
ITEM III. I declare it my intention to make no further provisions
for any child afterborn or adopted, and the provision made herein for my
ITEM V. I authorize and empower my Executrix to canpranise, adjust,
release and discharge in such manner as my Executrix may deem proper, all
debts and claims owed by or to Ire or my Estate; to sell, lease or exchange
at public or private sale or in such marmer, at such prices, and upon such
tenns of =edit or otherwise as my Executrix may deem proper,_ all or any
part of my property, real or personal; to execute, acknowledge and deliver
instruments of conveyance, including deeds in fee simple; to borrow maoney
for the purpose of paying estate, inheritance or other taxes which are re-
quired to be paid and to secure any such loan by pledge or Irortgage of all
or any part of my property and to execute the necessary instruments to
carry out such powers; to distribute my estate partly in kind or partly in
Ironey or partly in kind, and to determine the fair value at which any
property so distributed in kind shall be received by the distributees; to
conduct any business in which I have an interest at the tirre of my decease,
for such period as she may deem proper, power to borrow Ironey and pledge
the assets of the business and the power to do all other acts that I, in
my lifetirre could have done, to delegate such power to any partner, manager
or employee without liability for any loss occuring therein and to organize
a corporation to carry on said business by itself or jointly with others and
to contribute all or part of the said business as capital to such corporation
and accept stock in the corporation in lieu thereof and hold such stock for
the uses of this my Will, and to vote said stock or to sell the sarre as to
she may seem best; to retain all stocks, assets, bonds and investrrents owned
by Ire without being confined to what is known as legal investrrents; to
execute any options to purchase, to apply for stocks, bonds or other invest-
rrents, to purchase or otherwise acquire real estate and to execute the sarre
powers thereover as hereinbefore provided; to retain indefinately any part
of my assets, real or personal which is or may becane unproductive or to
make sale thereif; to pay carrying charges and expenses of the property out
of other principal or incane of my estate. The powers herein conferred shall
be to my narred Executrix and all successors theretoo and shall be in addition
and not in limitation of other powers conferred on said fiduciaries.
IN WI'INESS WHEREOF, I, BOYD R. McGILL, have to this my Last Will and
Testament, typewritten on two (2) sheets of paper, numbered consecutively,
signed my name at the bottan of all pages hereto and at the end hereof, on
page two (2) have set my hand and seal this TltA-- day of ~ ,1979.
-n
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA t 7128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCGill ROBERT S
325 MT AllEN DR
MECHANICSBURG, PA 17055
nnn__ fold
ESTATE INFORMATION: SSN: 189-10-8824
FILE NUMBER: 2102-0873
DECEDENT NAME: MCGill BOYD R
DATE OF PAYMENT: 12/12/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/21/2002
NO. CD 001942
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROBERT S MCGill
CHECK# 0659
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$17,000.00
DONNA M. OTTO
DEPUTY REGISTER OF WillS
J-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
'j
Name of Decedent: ~) () ; / .n
;"
Date of Death: 5' L: 1'/ 7 /
I:' !f1 '- /~. .'l
~~ "<....-.- , ..
'2. c."" .3
WiJlNo.
rOl-~' <;7 ~
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required hy Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 0.:::: r I Lf. ?" D?
Name
Address
Vt./ f1 /l..-
f?) 1-6
ljo'-I S V/'~/<-IJ n rYl//J//l//rJ, rn.,'/
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
I
/~. .JT1-.€
Date:
j ('1.1.- /
2 C/(. 3
~~<;/lJ~:~
Signature
Name _f("6.-:-a 7 s,'
/f}<-c;. LL
~I/Ol/ Ok
J11 Ec //"/L-'<' SPv(? (. r/J. /7,-,.J-~
71 )
Telephone() G{) e ,-cJ 90 G
3 Zb m!
Address
Capacity: -L Personal Representative
_Counsel for personal representative
REV-1"iOOEX(6-00)
1 - C)- 2-
} I
/
OfFlCl.4L USE ONLY
" COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
LL
COUNlY CODE
~L ~~LLL
YEAR NUMBER
CECEDENT'S NAME (LAST, r'IRST, AND MIDDLE INITIAL)
MCGILL BOYD R
DATE OF DEATH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
189-10-8824
THIS RETURN MUST BE FIt..ED IN DUPliCATE WITH THE
f-
Z
l!l
\1.1
!d
o
(IF APPLICABLE) SURVIVING,SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~
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0"''''
wo."
Z:i9
Oo.llI
0.
<[
N/A
G01
04
G06
Original Return
Limited Estate
N A
D 2. supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
o 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a Living Trust (Attach cop)' of Trust) _ 8. Total Number of Safe Deposit Boxes
o 10. Spousal Poverty Credit (det. of death betwnn 12-31_91 and 1.1-95) D 11. Election to tax under Sec. 9113(A) (AlIechS~~ 0)
Decedent Died Testate (Attach copy or Will)
o 9. litigation Proceeds Received
THIS SeCTJON MUST BE COMPLETEO. ALl. cOR~eSPONDENCE AND CONFIOE!Nl1AL TAl< lN~bRlilATloN SHOULD JlE.QlI~E!cTEil TO,
NAME COMPLETE MAIL.lNG ADDRESS
!;;
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o
"
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I
ROBERT S MCGILL
FIRM NAME (If Applicable)
1ELEPHONE NUMBER
(717) 697-4230
325 MT. ALLEN DRIVE
MECHANICSBURG, PA 17055
1, Real Estate (Schedule A)
(1)
(2)
94,500
OFFlOAL USE ONLY
2 stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership Of Sole-Proprietorship (3)
4 Mortgages & Noles Receivable (Schedule OJ (4) 15,200
5 Cash, Bank Deposits & Miscellaneous Personal Property 302,105
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 o Separate Billing Requested
f=
:5 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::> (Schedule G or L)
f-
a: 8. Total Gross Assets (Iotal Lines 1.7) (8)
'"
U 7.642
\1.1 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
It:
10. Debts of Decedent, Mortgage Uabilifles, & Liens (SChedule I) (10) 74
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (line 8 minus Lirle 11) (12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J) (13)
14 Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 ,ll.,mount ot Line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) x .0 _(15)
0
l= 16. Amount of Line 14 taxable at lineal rate 404,089 x.o .04016)
'"
f-
=>
0. 17. Amount o{ Line 14 taxable at sibling rate x .12 (17)
'"
Q
0 18 Amount of Line 14 taxabie at collateral fate X.15 (18)
><
;0 19 Tax Due (19)
411.805
7,716
404,089
404,089
18,184.00
18,184.00
20. IKJ
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
;,;, BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W46451.000
Decedent's ComDlete ress:
STREET ADDRESS
. 9 nORTH SECOND STREET
CITY lFAIE "1 ZIP
WORMLEYSBURG PENNSYLVANIA 17043
Add
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2, Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
18.184.00
]7.300
909
Total Credits (A + 8 + C) (2)
18,209
3. Interest/Penalty if applicable
D, Interest
E, Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than line 1 + Line 3, enter the dnference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
25
5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(SA)
8. Enter the total of line 5 + SA. This Is the BALANCE DUE. (58)
MakeiiiiiiheCk Pa able to: REGlSTEROFWlLLS, AGENT
''''Ii!,.'''!fii,'\lk~'1~'t'l'J'!;'''~''!'Jii-\!!Ii:r.i'!_.\\}llW_,,, . 10 . '"'' ,'_~,".i!l<; ", '" "';,' " ." '. ' "'-~-1i\'!
\W-trit'~<<,'k:@,~Ali1'~~'%;OO\f.\\;j~*~lJ:ilf~&tl!it"f;\1%",&W'~~ThltA~_' ,-,' ,'m.lt,,!:.,~,.(%':$(;~,.,,';: '"' , ,0 ;:', ' M. ,-~., -', , ~~'l;.~e:
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
B. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .. . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDUL.E G AND FIL.E IT AS PART OF THE RETURN.
Under penalties of perjury, 1 declare that! have examined this retlJrn, including accompanying schedules and statornents, and to the best Of my k.nowledge and belief, It Is true, correct
and complete.
peclaration of preparer other than the personal representative Is based on all information or which preparer has any k.nowledge.
jSIGNATURE~~ESPO;;P~RN
AlXlRESS ~ 5.
Yes
D
D
D
D
No
IKJ
IKJ
IKJ
IKJ
IKJ
IKJ
oo.1E
?
3.c, 3
E MECHANICSBURG PA 17055
AN REPRES NTATlVE
0\ r11o"!.
SUITE 200, MECHANICSBURG, PA 17050
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S 9916 (a) (1.1) (ilJ
For dates of death on or after Janu<:lry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% {72 P.S. S 9116 (a) (1.1) (iill
The stat\lte does 1'10\ exempt a transfer 10 a surv',ving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dales of death on or after Juiy 1, 2000:
The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age Of younger a! death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. S 9116(a)(1.2)1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's linea! beneficiaries is 4.5%, except as noted in 72 P.S. S 9116(1.2) [72 P.S. S 9116(a)(1 n
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. S 9116(a)(1.3)] A sibling is defined, under Section 9102, as an
IndiVidual who has at least one parent In common with the decedent, whether by blood or adoption.
2W46461.QOO
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Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2002-00873 PA No. 21-02-0873
ESTATE OF MCGILL BOYD R
(LAbl, rlKbl, M1UUL~)
Late of
WORMLEYSBURG BOROUGH
CUM~~K~U CUUN1Y,
Deceased
Social
WHEREAS, on the 27th
dated October 8th 1979
was admitted to probate as the last will of MCGILL BOYD R
(LAbl, rlKbl, M1UUL~)
day
Security No. 189-10-8824
of September
2002 an instrument
late of WORMLEYSBURG BOROUGH CUMBERLAND County, who died on the
21st day of September 2002 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to MCGILL ROBERT S
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 27th day of September 2002.
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LI'.5T WILL AND TESTAMENr
OF
SOYD R. Mc:GILL
21-02-873
I, BOYD R. McGILL, a resident of 9 North Second, Street, Wonnleys-
burg, C\m1berland County, Pennsylvania, 17043, being of sound mind end
manor}" I do make; p.lblish and declare this to be my Last Will and Testa-
me~t, hereby revoking" all Wills ana Ccdicils heretofore made by me.
~TEM 1. I direct all of my just debts, my funeral expenses in-
cluding a suitable monument at my grave and the cost of administration
of my estate be paid as soon as practicable after my death. I direct
that my Executrix payout of my estate, as a general charge thereon, all
iriheritance~ estate, succession and other taxes together with any interest
or. pet::.alty thereon assessed ,by reason of my death With regard to all
pi;ope,:tiesand 'assets subject to such taxes, whether or not such property
and assets pass under this Will.
ITEM II. I give. :devise,and l::::€queath all the rest, residue and re-
mainder of my property, real, :personal or mixed, tangible and intangible,
of whatsoever nature... and _wheresoever located. and all property to which I
may be entitled, or. over 'Which I may have any IXJWer ~f distoSition or
app::intment andcwhethec acquire::!. during or after my ;lifetime to my wife,
MARY ELLEN McGILL, absolutely and in fee simple proVided. that she survives
me b'.J sixty (60) days; if my ,wife, MARY ELLEN McGn.r:, shall not survive me
or should die within sixty (60) days of my death, then I give, devise and
beqt:.eath the said rest, residue and remainder of my 'property to my son,
ROBERT S. McGILL of Camp Hill, Cumberland County, Permsylvania, in the event
he fails to survive me, I then devise and b€queath dne-half (4) of my
prqjerty to VIVIAN 1. BUBB, of lock Haven, Pennsylvania, and one-fourth (~)
of my property to BARBARA GRAND of Turtle Creek, Pennsylvania, and one-fourth
(~) to RICEARD CANN of Bellefonte, Pennsylvania, per stirpes.
ITEM III;. I declare it my intention to make no further provisions
for ,"3ny child after'born or adopted, and the provision made herein for my
son, ROBERT s. McGILL shall not be abate::1 or otherwise affected by reason of
the birth or adoption of such child.
ITEM IV. I hereby nauinate, constitute and aptOint my wife, MARY E::LLEN
M~:~LL, as sole Ex::ecutrix of this my Last Will and Testament. In the event v
the said MARY EI...LEN McGIlL refuses or is unable to act fat" any reason, I
ther: hereby naninate, constitute and apfX)int my son, ROBERT S. McGILL, as
SOlE Executor of this my Last Will and Testament and I direct that no moo
be l:equired of my Executrix.
'-"... .. " -
A.~" (<'7)JI~kIIMJ/7/
~, McGILL Date
., . ..."._."~..,,,,,,,,...D.-._ , e,""",,,,..,.IIILLI_
, ,.. .;;' ~ -,'.
r. ~.. '\ \'
"'\~o
\\. 0
\,
,~. I authbrize and empower my Executrix !~o C(n!pramse, adjust,
rel~e and discharge in such manner as my Executr~x may dean proper, all
,
debts and claims owed. by or to rre or my Estate; to sell, lease or exchange
at public or private sale or in such rranner, at such pri ces, and up:>n such
tex:rm.l of cre::1it or otheIWise as my Executrix may dean proper, all or any
part of my property, real or personal; to execute, acknowledge and deliver
instruments of conveyance, including deeds in fee simple; to borrow rraoney
tor the ~e of paying estate, inheritance or other taxes which are re-
quired to be paid and to secure any such loan by pledge or mortgage of all
or any part of my property and to execute the necessary instrunents to
earLY out such p:JWers: to distribute my estate ~ly in kind or partly in
rroneJ' or partly in kind, and to determine the fair yalue at which any
property so distributed in kind shall be received bY the distributees: to
corrluct any rosiness in which I have an interest at It he t.iJre of my decease,
for such pericd as she TraY deent proper, power to bo.r:row rroney and pledge
the assets of t.he business and the power to do all qtner acts that I, in
my lifetime could have' aone, to delegate such p:lW€r ;to any partner, manager
or employee without liability for any loss occuring ,therein and to organize
a co:-poration to carry; on said business by itself or jointly with others arrl
to contribute all or part of 'the said business as capital to such cor~~ion
atrl accept stock in the corporation in lieu thereof 'and hold such stock for
the %es of this my Will, and to vote said stock or 'to sell the same as to
she &ay seem best: to retain all stocks,_ assets, bonds and investments owned
by me wit~t 1::eingcon~ined to what is kncrvm as legal investments: to
execr:-l:e any oP.t~ons to purchase, to apply for stocks, bonds or other invest-
ments, to purchase or otherWise acquire real estate and to execute the sarre
JUW€r~1 thereever as herelinl::::efore provided; to retain indefinately any part
of my assets, real or personal which is or may becane unprcducti ve or to
make sale t.hereif; to pay carrying charges and expenses of the pro:perty out
of d:her principal or incane of my estate. '!'he powers herein conferred shall
be to my named Executrix and all successors theretoo and shall 1:e in addition
and not in limitation of other powers conferred on said fiduciaries.
:,i;:
IN WI'INESS WHEREOF I 1, BOYD R. McGILL, have to this my Last Will and
Testsment, typewritten on two (2) sheets of paper j nUmbered consecutively,
sign::d m:Y name _ at the oottan of all pages hereto and' at the end hereof, on
page two (2) have set my hand and seal this <iJl;I- day of ~ ,1979.
~~e1??JIC.~ (SEAl
BOYD R. ~
:Signed,sealed, published and declared by BOYD R. McGILL, the above named.
Tesdtor, on the~day of fO/~ ,1979, as for his last Will and Testa-
ment :in the presence of us,who in his presence and in the presence of each other
have, at his request, subscril:::Jed. our narre.s as w'itnesses hereto.
"
8:,,~o 'L s--,"tl
~O.Q5~;'S::'''h
Page -2-
REY"1!502El<+ {1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
FILE NUMBER
MCGILL. BOYD R
21-02-0873
All real property owned solely or as a tenant In comnton must be reported at fair market value. Fair marKet value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or self, both having reasonable knowledge of the relevant facts. Real property which Is jolntly-owned with
right of survIvorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEAn;
94,500
PERSONAL RESIDENCE - 9 NORTH SECOND STREET, WORMLEYSBURG, PA 1704
ASSESSED VALUE (SEE ATTACHED)
TOTAL. (Also enter an tine 1, Recapitulation)
$
94 500
2W46952.000
(If more space is needed, insert additional sheets of the same size)
FacetWin Screen print for public, from "CAMA-Login" 9/30/02 10:39:54 AM
CUMBERLAND COUNTY ASSESSMENT OFFICE
CONTROL # 47000773
DISTRICT: 47 - WORMLEYSBURG BORO SO: 9 PARCEL: 47-20-1858-044.
SPEC ID: LOT:
Tback:
Short Name : MCGILL, BOYD M & MARY I I I
LAST NAME : MCGILL : PROPERTY TYPE: R
FIRST NAME : BOYD M & MARY
C/O NAME : SALES
ADDRESS1 : 9 NORTH SECOND STREET DEED BK/PG. . . . .
ADDRESS2 : DATE OF SALE...
POST OFFICE: WORMLEYSBURG SELLING PRICE:
STATE & ZIP: PA 17043
Situs: 9 N SECOND STREET J CURRENT VALUES Market L
Prop Descri p. : Assessed Fai r
LAND USE TYPE: 101 I FMV - 94500 L - 22000
NEIGHBORHOOD: 312 c&G - B - 72500
DEEDED ACRES: .26 approved? -> T - 94500
Screen 1 Enter Selection> Record: 85818
Number -Switch Screens, X -Exit, J -Jump Mode, F -Forms I I -Image
Down Arrow -Next Entry, Up Arrow -Previous Entry, ? -Screens, B -Browse
RE\!-1507 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCGILL, BOYD R
All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F.
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-02-0873
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
NOTE RECEIVABLE - ROBERT S & MARSHA A MCGILL (SON & DAUGHTER-IN-LAW)
DATED 01-05-2002
ORIGINAL AMOUNT - $25,000
15,200
TOTAL (Also enter on line 4, Recapitulation) $
15 200
2W46AC 2.000
(If more space is needed, insert additional sheets of same size)
Prudential ~ Financial
-
Prudenlial Securilies Incorporated
3 Lemayne Drive
Lemayne, PA 17403
PO Box 7, Camp Hill. PA 17001-9B52
Tel 717 761-7344 800 46B-8685
Fax 717 975-B426
October 23, 2002
Robert McGill
325 Mt. Allen Drive
Mechanicsburg, PA 17055
Re: Date Of Death Prices - September 21,2002
Boyd R McGill
Dear Mr, McGill:
Because September 21,2002, was a Saturday, the following prices are as of Friday,
September 20, 2002:
45,000 Banco Popular De Puerto Rico CD
5,55% 2/23/2004 $104_1942
$46,887.39
Money Market Funds
$1,163.49
If you have further questions, please do not hesitate to give us a call,
Sincerely,
'1f~ ~tLU
Mary Soule
Client Service Assistant
TIris report is not the official record afyour account. However, it has been prepared to assist you with your investment planning and
is for informational purposes only. Your Prudential Securities Client Statement is the official record of your account. Therefore, if
there are any discrepancies between this report and your Client Statement, you should rely on the Client Statement and call your local
Branch Manager with any questions. Transactions requiring tax consideration should be reviewed carefully with your account or tax
advisor.
FUlton Bank
CAPITAL DIVISION . LANCASTER/CHESTER DIVISION
DROVERS BANK DIVISION . GREAT VALLEY DIVISION
(717)291-2437
October 29, 2002
Robert S. McGill
325 Mt. Allen Drive
Mechanicsburg, Pennsylvania 17055
Dear Mr. McGill:
RE: Boyd R. McGill, deceased September 21,2002
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
CD # 328-0156618, open 7/25/2002, matures 7/25/2007, balance
$10,041.52 and accrued interest $36.31; paying 4.88%, in his
name only.
CD # 328-0178196, open 81712002, matures 81712007, balance
$13,889.85 and accrued interest $26.02; paying 4.88%, in his
name only.
If you should have any further questions, please do not hesitate to contact me.
.' (;UN FI DENTIA
, Inform'~fi.e.!l '-c' . l
,~"'O . ,- TlJrrnsh~'" " 0 .
".."of to You.'~ . "'" ". ~ ~....- ~, .
. U I li'rUii':',,,~ . lrni V1 bU~m~
csponsibil,'r"",,' . J, a,l" I'S for ',.ou,r ^ .;; ~''',~''~ C!)IJ
y,., .,~"..", ' J~", t;Ond,n...!
OfJin,;O" he' ......,.;....I.ecr bv th;'~ l. , . If ~!fda UOB
-. "I fl 1'"e1-' '" .1.... flanK -.::::
! II C\Dtessed is ;ubiert t I ~ ,or any of its offt,
, .. 0 ....nao,,.p '~/;+n' O'
~'''I' -UJ ~:;.
Very truly yours,
~~~~
Karen D. Hillegas
Credit Inquiry Processor
POBox 4887 Lancaster, PA 17604
www,fultonbank.cam 1,,8 OO-F U L TON-4
1
2
3
4
5
6
7
8
Number of
Loan Amount Davs in Princioal Interest Balance Check Date
$25,000 Month Amount Payment Due Due Number Of Payment
1/1/02 31 $ - $ - 0 $25,000.00
2/1/02 28 $ 600.00 $ 600.00 $0.00 $24,400.00 594 1/25/02
3/1/02 31 $ 600.00 $ 600.00 $0.00 $23,800.00 596 2/21/02
4/1/02 30 $ 600.00 $ 600.00 $0.00 $23,200.00 598 3122102
511/02 31 $ 600.00 $ 600.00 $0.00 $22,600.00 600 4/21/02
6/1/02 30 $ 600.00 $ 600.00 $0.00 $22,000.00 601 5/16/02
7/1/02 31 $ 600.00 $ 600.00 $0.00 $21,400.00 603 7/4/02
8/1/02 31 $5,000.00 $ 5,000.00 $0.00 $16,400.00 609 7/24/02
9/1/02 30 $1,200.00 $ 1,200.00 $0.00 $15,200.00 610 9/2102
REy'-1500 EX+ (1.97)
COMMONIfIIEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT CECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
MCGILL. BOYD R
FILE NUMBER
21-02-0873
Include the proceeds of litigation and the date the proceeds .....-ere received by the estate. AJI property jointly-owned with the right of survivorship must be disclosed on Schedule
F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17 .
18.
DESCRIPTION
VALUE AT DATE
OF DEATH
PRUDENTIAL FINANCIAL - MONEY MARKET FUND
PRUDENTIAL FINANCIAL - BANCO POPULAR DE PUERTO RICO CD
FULTON BANK - CD # 328-0156618
FULTON BANK - CD # 328-0178196
WAYPOINT BANK - CHECKING ACCONT # 1000007848
WAYPOINT BANK - CD # 1000012978
WAYPOINT BANK - CD # 1065300492
WAYPOINT BANK - CD # 1066300483
WAYPOINT BANK - CD # 7100018109
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION - ACCOUNT # 189108824
REGULAR SHARES Sl
CHECKING SHARES S4
CERTIFICATE # 50
CERTIFICATE # 51
CERTIFICATE # 54
CERTIFICATE # 55
CERTIFICATE # 56
1987 MERCURY SABLE STATION WAGON 4 DOOR LS (FAIR CONDITION)
SALE OF HOUSEHOLD AND PERSONAL GOODS (BILL CHENOETH AUCTIONEER)
1,163
46,887
10,078
13,916
8,816
15,057
15, 058
20,047
27,999
290
19
31, 614
21,039
23,194
11,107
53,274
1,233
1,314
(SEE ATTACHED DOCUMENTATION)
2W46AD2.000
TOTAL (Also enter on line 5 Recacitulationl $
(If more space is needed, insert additional sheets of the same size)
302 105
10/09/2002
ROBERT MCGILL
9 N SECOND ST
WORMLEYSBURG P A 17043
Y'l Way~qi!lt
LOOK FOR U5. WE'LL GET YOU THERE.
The information which you requested on the account(s) of BOYD MCGILL
(Social Security Number 189-10-8824) is/are as follows:
1000007848
CHECKING
01/13/94
8814.91
.93
8815.84
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
1000012978 1065300492 1066300483 7100018109
CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE
01/24/00 03/07/97 03/04/97 01103/02
15000.00 15000.00 20000.00 27920.34
56.55 57.53 47.23 78.48
15056.55 15057.53 20047.23 27998.82
SOLE SOLE SOLE SOLE
icii;~
SENIOR SERVlCES REP.
PO. Box 1711. HARRISBURG. PeNNSYLVANIA 17105-1711
...._.. ....___. ,...__ ... ___n'_ ,. ,...__ .....___ -- ..-. . .'
PSE(~
PENNSYLVANIA
STATE EMPLOYEES
CREDIT UNION
October 17,2002
Robert S McGill
325 Mt. Alleo Dr
Mechanicsburg, PA 17055
DEAR Robert S McGill:
As of September 21,2002, Boyd R McGill's account (#189108824) balances were as follows:
Regular Shares S I
Checking Shares S4
Certificate #50
Certificate #51
Certificate #54
Certificate #55
Certificate #56
$290.38
$18.75
$31,613.88
$21,039.35
$23,193.98
$11,106.78
$53,273.73
If you have any questions, you may reach us between 7 a.m. to 5 p.m. Monday through Friday or between 8
a.m. to noon on Saturdays. Call 234-8484 in Harrisburg or call our toll-free number (800) 237-7328.
When you come to the menu prompt, enter 5 and then enter 5 again. One of our Member Service
Representatives will be glad to assist.
Sincerely,
~~~~~
Melisa Salisbury
Member Service Advisor
Member Services
Main Address: 1 Credn Union Place, Harrisburg, PA 17110-2990, (717) 234-8484' (800) 237-7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106.7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOO)
REV-1511 EX+ (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCGILL, BOYD R
FILE NUMBER
21-02-0873
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAl EXPENSES:
1. YOST GEDON FUNERAL HOME 6,007
2. KEN GIBSON - CARVE HEADSTONE 60
3. CLEAN SUIT FOR BURIAL 14
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative{s)
Social Security Number{s) I EIN Number of Personal Representative{s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees 1,000
6. Tax Return Preparer's Fees
7. FILING OF WILL, ADVERTISING DEATH NOTICE, ETC 561
TOTAL (Also enter on line 9, Recapitulation) $ 7 642
2W46AG2DDD
(If more space is needed, insert additional sheets of same size)
RE'MS12 ex... (1-9"7)
CQMMONVVEAL TH OF PENNSYlVANIA
INHERITAt<<:E TAX RETURN
RESlCENT DECEDENT
ESTATE OF
MCGILL, BOYD R
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-02-0873
Include unreimbursed medical exnenses.
I1EM
NUMBER
DESCRIPTION
AMOUNT
1. COMCAST (CABLE)
2. PA DEPT OF REVENUE (BACK TAXES)
3. CONNER-RICH (MEDICAL BILL)
4. VERIZON (PHONE)
9
28
20
17
2W46AH 2.000
TOTAl. fAlso enter on line 10, Recanitulation) $
(If more space is needed, insert additional sheets of the same size)
74
. REV-151~ EX+~9-00)
SCHEDULE J
BENEFICIARIES
COMMONI/IIEAL1l-l OF PENNSYlVAN1A
INHERITAI\.CE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCGILL BOYD R
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
ROBERT S MCGILL
1.
FILE NUMBER
21-02-0873
RELATIONSHIP TO DECEDENT
00 Not List Trustee(s)
SON
AMOUNT OR SHARE
OF ESTATE
404,089
ENTER DOLLAR AMOUNTS FOR DISTRIBUllONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXASLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
1W46A12.000
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
,
Fulton Bank
CAPITAL DIVISION . LANCASTER/CHESTER DIVISION
DROVERS BANK DIVISION . GREAT VALLEY DIVISION
(717)291-2437
October 29,2002
Robert S. McGill
325 Mt. Allen Drive
Mechanicsburg, Pennsylvania 17055
Dear Mr. McGill:
RE: Boyd R. McGill, deceased September 21,2002
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
CD # 328-0156618, open 7/25/2002, matures 7/25/2007, balance
$10,041.52 and accrued interest $36.31; paying 4.88%, in his
name only.
CD # 328-0178196, open 81712002, matures 81712007, balance
$13,889.85 and accrued interest $26.02; paying 4.88%, in his
name only.
If you should have any further questions, please do not hesitate to contact me.
,. (;UN FI DENTI
,tnflJrm&~ ~ f.'r 'h Al
'ow .. IU tloIS .......
"y sr to you '_ ' .,." o. 11 "'.......- ^" .'.
, r I,"U"" d ' .....,"'" VI bU~ln-..
,csponsibj'/" ,_" "j, an, r:; (ory-, ,,~''',:o~ e~.t.
fly I, """"m d ...." corkd<' ,
Ofiinion he ,_: -_0_, e. by th;'; ba I "'Gn(!al use
. rei" (;);Dressed is subi n~ or any ef its off!.
,eetta chan;2o 'V"h
,"." au! ,~.
Very truly yours,
~~~
Karen D. Hillegas
Credit Inquiry Processor
POBox 4887 ' Lancaster, PA 17604
www.fultonbonk.com
1.800.FULTON.4
",-I "/- 9 / - ;.:y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT S MCGILL
325 MT ALLEN DR
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
c; COUNTY
ACN
04-14-2003
MCGILL
09-21-2002
21 02-0873
CUMBERLAND
101
Alloun't R..itt.d
*'
IEY_l&47Ell_FPnHl5>
BOYD
R
PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEY=i5'4j-EX-Af'jQ'iiFoi'--iiiiYicE--oF-'fliiiEifiTAifcE-Yix-i\-PPiAiSEiiEiiT~--Ai.i-oWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGILL BOYD R FILE NO. 21 02-0873 ACN 101 DATE 04-14-2003
TAX RETURN liAS, (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
Z. Stocks .....d Bonds (Schedule B)
3. Closely Held Stock/Partnership Int.rest (Schedule C)
4. Mortgages/Notes Receiyable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JOintly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(Z)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of rax Return
13. Char1tabl./90v.~ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
110)
94.500.00
.00
.00
15.200.00
302.105.00
.00
.00
(8)
7,642.00
74.00
Ill)
I1Z)
113)
114)
(Schedule .J)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forn with your
tax paynent.
411 ,805.00
7.71t; nn
404,089.00
.00
404,089.00
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. ~unt of Line 14 .t Spousal rate tiS]
16. A.ount of Line 14 taxable at Lineal/Class A rate (16]
17. _t of Lina 14 at Sibling rat. 117)
18. A.ount of Line 14 taxable .t Collat.ral/Class B rate (18)
19. Principel Tax Due
NOTE:
.00
404,089.00
.00
.00
X 00 = .00
X 045 = 18,184.00
X 12 = .00
X 15 = .00
119)= 18,184.00
TAX CREDITS,
\9) ANDUNT PAID
DATE NlJIIBER INTEREST/PEN PAID (-)
12-12-2002 CDOO1942 894.74 17 ,000.00
PAYMENT MUST BE MADE BY 06-21-2003*. TOTAL TAX CREDIT 17,894.74
BALANCE OF TAX DUE 289.26
INTEREST AND PEN. .00
TOTAL DUE 289.26
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, 110 PAYNENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 171 28..Q601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCGill ROBERT S
325 MT AllEN DR
MECHANICSBURG, PA 17055
._.u... fold
ESTATE INFORMATION: SSN: 189-' 0-8824
FILE NUMBER: 2102-0873
DECEDENT NAME: MCGill BOYD R
DATE OF PAYMENT: 04/28/2003
POSTMARK DATE: 04/25/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 09/21/2002
NO. CD 002499
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $289.26
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROBERT S MCGill
WAS SENT TO STATE (FIRST)
CHECK# 0699
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$289.26
DONNA M. OTTO
DEPUTY REGISTER OF WillS
/J- 9~-c:b
" BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 2806111
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
RE\'~ln7 Ell IF' llll-DSJ
ROBERT S MCGILL
325 MT ALLEN DR
MECHANICS BURG
'OJ JUN-2
CPATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
All :f9UNTY
ACN
05-19-2003
MCGILL
09-21-2002
21 02-0873
CUMBERLAND
101
AlIOUnt R..itt.d
BOYD
R
ReccrJ(;,_'
Rej}stc
PA l105!Clerk,
Cumbe: land
PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insur. proper credit to your ac~ount, sub.it the upper portion of this for. with your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV=ii.cfj-E"X-AFP-foFii3y------..ii-iNHERiTAJiii:rfAX"STAiEMENf-OF'-Accouiii--...---------------------
ESTATE OF MCGILL BOYD R FILE NO, 21 02-0873 ACN 101 DATE 05-19-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE MAHED ESTATE. SHOWN BELOW
IS A SUIllARY Of THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPlICABLE,
A PROJECTED INTEREST FIGURE.
DATE Of LAST ASSESSMENT DR RECORD ADJUSTMENT: 04-14-2003
PRINCIPAL TAX DUE: ...___.________
18,184.00
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-12-2002 CDoo1942 894.74 17,000.00
04-25-2003 CDo02499 .00 289.26
TOTAL TAX CREDIT 18,184.00
BALANCE OF TAX DUE .00
INTEREST AND PEN, .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDITR ICR],
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ]
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
phone: (717) 240-6345
Date: 8/03/2004
MCGILL ROBERT S
325 MT ALLEN DR
MECHANICSBURG, PA 17055
RE: Estate of MCGILL BOYD R
File Number: 2002-00873
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 9/21/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
',','"
('
STATUS REPORT UNDER RULE 6.12
NameofDecedent: ~6,~ ~ ~ ],')4 C~7./ /
Date of Death: ~, ~ 2- 2-oo 2_
Will No.: Admin. No.'
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No ~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No ~]
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [--] No [-']
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:~ ~)~) g ~cl,/ ,~ fl'~ c ~__., 'Z.
Sign~t~e-- '
Name
Address
Telephone No.
Capacity: ~onal Representative
~ Counsel for personal representative